If you’ve just learned that you’ve been appointed as a deceased individual’s personal representative also referred to as Executor, you are likely wondering what happens next. A loved one’s death often comes as a shock, and it can be hard to get your bearings afterward. In Massachusetts, personal representatives are responsible for...
5 Estate Planning FAQs
At Surprenant & Beneski, PC, we’ve helped many clients create estate plans that serve them well. We understand that the thought of doing estate planning can seem overwhelming. We’ve put together a list of frequently asked questions to help you understand the process better. Everyone can benefit from planning for the...
3 Reasons You Should Work With a Law Firm to Create Your Will
Many Americans do not have any estate planning documents in place. As we’re in the middle of a global pandemic, many of us have spent time thinking about what could happen if we become incapacitated or die due to coronavirus. Without a valid will, Massachusetts probate courts will divide up and...
How to Create an Estate Plan for Your Small Business
Many small business owners do not have an estate plan set up. Many business owners who do have a business plan don’t have an updated estate plan. Taking the time to create a business estate plan is incredibly important. You’ve worked hard, putting your blood, sweat, and tears into building up your...
New York Times Article: The Flaw in Warren Buffett’s Estate Plan
By Paul Sullivan
Mr. Buffett has instructed his executors to not sell any shares of his firm, Berkshire Hathaway. But these types of directives typically result in lawsuits.
Warren E. Buffett’s annual letter to shareholders is always parsed for investing wisdom from the Oracle of Omaha.
The Importance of Health Care Documents
Like so many of you, I am doing my part to protect the health of our vulnerable community members and frontline workers during the COVID-19 pandemic by socially distancing. To stay in touch (and sane!), I have been connecting frequently with friends and family by telephone and videoconference. In these interactions, I...
Forbes Article: How To Prepare Now For The Approaching Crossroad In Estate Planning
By Bob Carlson
We’re approaching a crossroad in estate planning, and those who might be affected need to take action before we reach it.
Few people today have to worry about federal estate and gift taxes, because of the high level of exemptions. But there’s a...
Kiplinger Article:5 Unfortunate Estate Planning Myths You Probably Believe
These all-too-common misconceptions can steer your estate plans in the wrong direction right from the start. Here’s how to overcome them and tips to build the right plan for your family.
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by: Christopher D. Wright, JD, CPA
Estate planning should be a fairly straightforward exercise in...
AARP Article: Making a Will in the COVID-19 Era
Before you consider the DIY route, know all the facts
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by Amanda Singleton
The coronavirus pandemic has many people deeply concerned about their health and wondering what will happen to their loved ones if they contract the virus. For so many, the eventuality of death seems...
Forbes Article: Eight Estate Planning Strategies In A COVID-19 World
By: Christine Fletcher, Contributor
The reality of COVID-19 has forced many individuals to address the “what if” scenarios that were previously unthinkable, or at least the situations that no one ever wants to talk about or deal with.
Most of us have fortunately never dealt with...